Goal Creation: Invite to Event

Got a great event coming up that you want to invite folks to? Whether it’s an election, PTA meeting, or a pizza party the Invite to Event goal type is the one you’re looking for!

This goal type allows you to set the date and time of the event and dynamically get this information to your contacts. To make sure the set up this type of goal goes smoothly, there are a few things you will want to know before you start:

Date & Time of the event

Event location

Full event details including things like parking, child care, cost, and anything else you might anticipate your contacts asking you about

Once you have all the information you need together, you are all set to get started!

Setting up a Invite to Event goal type

Head over to the Goals tab in the admin panel and click on ‘Goal type.’ From the dropdown menu, select Invite to Event.

Add a name for your goal, set the time and date for the event, and who your agents can message.

NOTE: Unless your agents have a relationship with all of the contacts they are reaching out to we typically recommend using Anyone. You can read more about the differences between these options here: Assigned vs. Anyone Messaging

Setup your targeting for the goal. This is your opportunity to customize the group you are trying to reach by matching or excluding certain tags, or custom fields.

Setup your Reminders which will allow you to send out a text message to the staff who is interested in helping out based on who you marked as ‘interested’ in the first workflow. You can help reinforce your contacts attendance simply by checking in 1-3 days before the event!

Create additional scripts. Adding Additional Scripts may be more important for this type of goal than any of the others. This is where you will put in any additional information about your event like cost, parking situation, and more. Try to anticipate questions that your agents will be asked about your event and provide them the tools to answer them quickly.

Then press ‘Create Goal.’

Settle in and celebrate with the knowledge that your event is going to be fantastic!

Goal Specific Data: Invite to Event

Your event went so well and now you have a whole bunch of rich data to get through! Lucky you!

For the Invite to Event goal type, action type in your goal-level export will denote whether or not your Contact has agreed to attend or not attend your event. An example of what this data export for an Invite to Event goal looks like is shown below:

Using this export allows you to follow up with Contacts that were interested in your event and give you a leg up in your next set of messaging! So hurry up and start downloading those exports!